Balance Sheet – Actual/Budget

Use the Balance Sheet - Actual/Budget panel to view how your loans, investments, and deposits actually compare to what you budgeted them to be.

Select the left bar for actual information, and select the right bar for budgeted information.

Select any bar to focus on the supporting data. Example: If you select a Loans column, Net Loans data is presented on the Forecasting Detail page for the relevant account.

If you select Actual graph items, you see data from the What If model that is set as the Base Model, also known as the primary model. If you select a Budget graph item, you see data from the What If model that is set as the current budget model.

Use the ME|AVG toggle to control whether month-end or average data appears in the panel.